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iShares US Medical Devices ETF

632 hedge funds and large institutions have $2.96B invested in iShares US Medical Devices ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 257 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $10.2M

1.46% less ownership

Funds ownership: 39.33%37.87% (-1.5%)

5% less funds holding

Funds holding: 662632 (-30)

17% less capital invested

Capital invested by funds: $3.56B → $2.96B (-$595M)

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

29% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 257

30% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 77

Holders
632
Holders Change
-30
Holders Change %
-4.53%
% of All Funds
9.97%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.35%
New
54
Increased
183
Reduced
257
Closed
77
Calls
$11.3M
Puts
$10.2M
Net Calls
+$1.08M
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
476
Avidian Wealth Enterprises
Texas
$210K +$206K +3,448 New
RA
477
RFG Advisory
Alabama
$209K -$3.8M -63,812 -95%
CFG
478
Citizens Financial Group
Rhode Island
$207K -$3.22K -54 -2%
PPA
479
Parametric Portfolio Associates
Washington
$206K -$126K -2,109 -38%
WIA
480
World Investment Advisors
California
$205K -$253K -4,244 -56%
SRC
481
Shufro Rose & Co
New York
$204K +$200K +3,350 New
WANY
482
Wealthspire Advisors (New York)
New York
$201K -$213K -3,570 -52%
RIG
483
Renaissance Investment Group
Massachusetts
$201K -$18.4K -308 -8%
IF
484
Intrua Financial
Texas
$200K -$205K -3,436 -51%
EL
485
EMFO LLC
Florida
$195K
GLLW
486
Graves Light Lenhart Wealth
Virginia
$193K
CWP
487
Concord Wealth Partners
Virginia
$184K
LWP
488
Lumature Wealth Partners
Georgia
$181K -$15K -251 -8%
SSB
489
Sandy Spring Bank
Maryland
$174K -$4.77K -80 -3%
KFS
490
Kelly Financial Services
Massachusetts
$173K +$52.9K +887 +46%
RG
491
Retirement Group
California
$172K
PI
492
PEAK6 Investments
Illinois
$170K +$166K +2,789 New
PAG
493
Paladin Advisory Group
Iowa
$165K +$160K +2,688 New
CT
494
Cambridge Trust
Massachusetts
$163K
AWM
495
Avior Wealth Management
Nebraska
$152K -$39.2K -657 -21%
DWP
496
Destiny Wealth Partners
Florida
$150K
FAG
497
Fortitude Advisory Group
Washington
$148K
MA
498
MUFG Americas
New York
$146K +$10.7K +180 +8%
Bank Julius Baer & Co
499
Bank Julius Baer & Co
Switzerland
$144K -$44.7K -750 -24%
AF
500
Allworth Financial
California
$141K +$45.2K +759 +49%

IHI Hedge Fund Activity: Q1 2022 in Review

632 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q1 2022, worth a combined $2.96B — down 17% from $3.56B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of IHI and 54 opened new positions — a net loss of 23 holders — while 257 trimmed existing stakes and 183 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $96.8M. The largest seller was JP Morgan Chase, cutting an estimated $58.7M.

  • 632 institutional investors held iShares US Medical Devices ETF (IHI) as of Q1 2022, down from 662 in Q4 2021.
  • Funds reported $2.96B of iShares US Medical Devices ETF stock for Q1 2022, down 17% quarter-over-quarter.
  • 54 funds opened new iShares US Medical Devices ETF positions in Q1 2022 and 77 closed out, a net change of -23 holders.
  • The largest iShares US Medical Devices ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $96.8M added.
  • The largest iShares US Medical Devices ETF seller in Q1 2022 was JP Morgan Chase, an estimated $58.7M sold.

Based on aggregated 13F filings for Q1 2022.